Ticker brief
CMI CUMMINS INC
Consumer, Cyclical · Auto Manufacturers
last close
$564.85
1 day
-1.6%
14 days
-10.5%
mkt cap
$91.3B
signals 14d
12
authors 14d
9
crowd 14d
+1.2σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 32% mid · 43 pctile own 1y | IV/HV 0.66× |
| Skew — 25Δ RR 30d | -0.009 98 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +0.23 thin | 5-session Δ -0.02 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-04 (z=2.8) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.50 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Ken_USstockinv | B | -0.38 | 2 | +0.35 |
| @CapstackCapital | B | -0.06 | 2 | +0.18 |
| @InvezzPortal | C | +0.12 | 2 | +0.50 |
| @OMillionaires | C | -1.79 | 1 | +0.40 |
| @USAnt_IDEA | C | -1.02 | 1 | +0.50 |
| @benitoz | B | -0.27 | 1 | +0.40 |
| @OwenGregorian | C | -1.78 | 1 | +0.38 |
| @gabz_investing | C | +0.61 | 1 | +0.55 |
| @jeffsiegel | C | -1.19 | 1 | +0.55 |
Recent signals12of 12 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @InvezzPortal | +0.30 | Notes industrials leading gains while PayPal drives the morning's largest loss. | — | tweet ↗ |
| 2026-08-28 | @InvezzPortal | +0.70 | Reports PayPal as the top premarket loser and Cummins as the top gainer with exact moves. | — | tweet ↗ |
| 2026-08-24 | @jeffsiegel | +0.55 | Frames Cummins as a backup-power beneficiary of $750B in hyperscaler AI spending. | -1.2% | tweet ↗ |
| 2026-08-20 | @gabz_investing | +0.55 | Presents power and infrastructure suppliers as beneficiaries of AI buildout spending. | -4.8% | tweet ↗ |
| 2026-08-18 | @OwenGregorian | +0.38 | Presents AI data-center construction as a multiyear demand engine for U.S. industrial manufacturers. | -9.0% | tweet ↗ |
| 2026-08-17 | @CapstackCapital | +0.15 | Cites NNBR's CEO expecting growth with largest customer Cummins in H2 2026 from power demand. | -11.9% | tweet ↗ |
| 2026-08-17 | @CapstackCapital | +0.20 | Highlights NNBR customer exposure to turbine and generator demand supporting data-center power infrastructure. | -11.9% | tweet ↗ |
| 2026-08-16 | @benitoz | +0.40 | Frames turbine scarcity and speed-to-power as an AI data-center revenue theme, with Bloom's backlog central. | -10.5% | tweet ↗ |
| 2026-08-15 | @USAnt_IDEA | +0.50 | Identifies industrial power-equipment suppliers as major beneficiaries of AI data-center construction. | -10.5% | tweet ↗ |
| 2026-08-15 | @OMillionaires | +0.40 | Frames AI data-center construction as a new multi-year demand driver for major industrial manufacturers. | -10.5% | tweet ↗ |
| 2026-08-15 | @Ken_USstockinv | +0.35 | Describes mixed fund flows and AI demand rotating toward industrial power equipment while previewing earnings. | -10.5% | tweet ↗ |
| 2026-08-15 | @Ken_USstockinv | +0.35 | Highlights divergent asset flows and AI investment spreading into industrial power demand and earnings. | -10.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.